Experience

Stanley M. Davis & Co. Insurance Brokers

• United States
• Insurance
• 1 - 100 Employee

• Commercial Lines Account Manager

  • Mar 2015 - Present

  Service all new and existing Property, General Liability and Workers Compensation business. Underwrite and process all new and renewal marketing submissions, endorsements, binders, policies, certificates, final audits, invoices and claims. Review issued new and renewal policies for accuracy. Communicate with clients, insurance company carriers, representatives and underwriters. Service all new and existing Property, General Liability and Workers Compensation business. Underwrite and process all new and renewal marketing submissions, endorsements, binders, policies, certificates, final audits, invoices and claims. Review issued new and renewal policies for accuracy. Communicate with clients, insurance company carriers, representatives and underwriters.



Onstad’s Insurance Agency

• Insurance
• 1 - 100 Employee

• Commercial Lines Account Manger

  • Nov 2011 - Mar 2015

  Service all new and existing Property, General Liability and Workers Compensation business. Underwrite and process all new and renewal marketing submissions, endorsements, binders, policies, certificates, final audits, invoices and claims. Review issued new and renewal policies for accuracy. Communicate with clients, insurance company carriers, representatives and underwriters. Service all new and existing Property, General Liability and Workers Compensation business. Underwrite and process all new and renewal marketing submissions, endorsements, binders, policies, certificates, final audits, invoices and claims. Review issued new and renewal policies for accuracy. Communicate with clients, insurance company carriers, representatives and underwriters.



Tri-Global Insurance Services, Inc

• United States
• Insurance

• Commercial Lines Account Manager/Broker

  • Jun 2007 - Nov 2011

  Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters Responsible for marketing new and renewal accounts of all commercial lines of… Show more Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters Responsible for marketing new and renewal accounts of all commercial lines of business, in Arizona, California, Florida, New Jersey, Nevada, Ohio, Texas and New York. Show less Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters Responsible for marketing new and renewal accounts of all commercial lines of… Show more Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters Responsible for marketing new and renewal accounts of all commercial lines of business, in Arizona, California, Florida, New Jersey, Nevada, Ohio, Texas and New York. Show less



Professional Insurance Associates, Inc

• United States
• Insurance

• Commercial Lines Account Manager

  • Jan 2006 - Jun 2007

  Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters



Rogers Insurance Services, Inc

• United States
• Insurance
• 1 - 100 Employee

• Commercial Lines Insurance Broker

  • Jan 2003 - Jan 2006

  Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters Experiences: 11 years experience in commercial lines insurance… Show more Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters Experiences: 11 years experience in commercial lines insurance account managing & sales. Show less Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters Experiences: 11 years experience in commercial lines insurance… Show more Market all new and existing Property/Casualty and Workers Comp business Review issued new and renewal policies for accuracy Underwrite and process all new and renewal marketing submissions, endorsements, binders, policy outlines, certificates, final audits, invoices, claims, Answer billing, audit and collection inquiries Communicate with clients, insurance company carriers, representatives, underwriters Experiences: 11 years experience in commercial lines insurance account managing & sales. Show less